Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-10,600
Closed -$27.5K 216
2024
Q4
$27.5K Sell
10,600
-1,750
-14% -$4.53K 0.01% 215
2024
Q3
$30.5K Buy
+12,350
New +$30.5K 0.01% 217